Global Wealth Management Investment Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-115	Closed	-$3.28K	–	176
2023 Q4	$3.28K	Buy	+115	New	+$2.94K	﹤0.01%	368
2019 Q3	–	Sell	-300	Closed	-$6K	–	635
2019 Q2	$6K	Buy	+300	New	+$6.13K	﹤0.01%	419

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's BOTZ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2024, closing a stake of 115 shares — an estimated $3.28K sold.

Global Wealth Management Investment Advisory first reported a position in BOTZ in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 363 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 115 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $3.28K.
Global Wealth Management Investment Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2019 and held it in 2 quarters.
Global Wealth Management Investment Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $6K in Q2 2019.
363 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.